Sumitomo Mitsui Trust Group, Inc.
Institutional investor · Portfolio as of Q2 2023
Top Holdings1,133 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 40.1M | $7.8B | 6.1% | $95.11 | +100.94% | 18 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 19.8M | $6.7B | 5.3% | $123.37 | +166.49% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 24.3M | $3.2B | 2.5% | $107.98 | +18.45% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 7.3M | $3.1B | 2.4% | $16.10 | +153.38% | 18 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 9.2M | $2.4B | 1.9% | $215.59 | +19.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 15.2M | $1.8B | 1.4% | $95.37 | +24.90% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 15.3M | $1.8B | 1.4% | $94.86 | +24.61% | 18 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 6.1M | $1.8B | 1.4% | $166.90 | +67.51% | 18 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 2.8M | $1.4B | 1.1% | $231.78 | +96.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 11.1M | $1.2B | 0.9% | $58.45 | +66.25% | 18 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 7.1M | $1.2B | 0.9% | $117.20 | +29.71% | 18 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 3.2M | $1.1B | 0.9% | $202.89 | +66.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 7.5M | $1.1B | 0.9% | $85.54 | +57.40% | 18 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 4.6M | $1.1B | 0.8% | $151.35 | +53.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 2.2M | $1B | 0.8% | $123.20 | +272.09% | 18 qtrssince 2019-Q1 | Decreased 0 |
BROADCOM INC | 1.1M | $959.4M | 0.7% | $26.96 | +210.35% | 18 qtrssince 2019-Q1 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.3M | $953.5M | 0.7% | $88.76 | +56.99% | 18 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 2.8M | $884.5M | 0.7% | $168.09 | +72.14% | 18 qtrssince 2019-Q1 | Decreased 0 |
MASTERCARD INC - A | 2.2M | $862M | 0.7% | $232.57 | +64.06% | 18 qtrssince 2019-Q1 | Decreased 0 |
MERCK & CO. INC. | 7.4M | $856.5M | 0.7% | $65.38 | +60.65% | 18 qtrssince 2019-Q1 | Decreased 0 |
Sumitomo Mitsui Trust Group, Inc. manages $128.4B across 1133 positions as of Q2 2023. Top holdings: AAPL (6.1%), MSFT (5.3%), AMZN (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 37 new positions, 50 exits, 197 increased. No standout high-conviction moves this quarter. Portfolio: $128.4B across 1133 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer